Financial Adviser
· CHARLESTOWN, NSW
Salena Lee Stonehouse
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235895
About Salena Lee Stonehouse
Salena Lee Stonehouse is a financial adviser based in Charlestown, New South Wales, with 11 years of experience in the financial services industry since 2015. Salena is currently authorised under Personal Financial Services. Salena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Salena's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Salena is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
University of Newcastle
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Certified Financial Planner
Financial Planning Association of Australia
2017
Self Managed Superannuation Funds
Kaplan Professional
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register